FIWBX Mutual Fund
FIWBX Mutual Fund
Fidelity Advisor Multi-Asset Income Fund Class Z
FIWBX Mutual Fund Overview
FIWBX Mutual Fund (Fidelity Advisor Multi-Asset Income Fund Class Z) is managed by Fidelity Investments (US) with $639.9M in net assets. FIWBX expense ratio is 0.76%, holding 288 positions across sectors including Other, Financials, Industrials. Inception date: 2018-10-02.
FIWBX performance shows a YTD return of 3.34%. The 1-year return is 11.99% and the 5-year return is 5.74%. FIWBX dividend yield stands at 3.32%, paid monthly.
FIWBX top holdings include United States Treasury Bill 09/03/2026 (24.1%), Strategy Inc Ser A 10% Perp Pfd (3.7%), Dht Holdings Inc (3.6%), International Seaways, Inc. (3.5%), United States Department Of The Treasury 4.75% 02/15/2056 4.75 (2.7%). View all FIWBX holdings, sector breakdown, or dividend history.
FIWBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FIWBX alternatives are available via the screener, along with tax-loss harvesting opportunities.